SEC Form ADV

KINGWOOD INVESTMENT GROUP

Firm profile: Kingwood Investment Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX
$126.5M
Assets Under Management
439
Total Clients
7
Employees
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Registration Details

Accession
CRD-330330
Location
KINGWOOD, TX
Filing Date
March 20, 2026
AUM
$126.5M
Total Clients
439
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

KINGWOOD INVESTMENT GROUP is a registered investment adviser headquartered in KINGWOOD, TX, managing approximately $126.5M in assets across 439 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.